What will you learn about?
Students will acquire a high level of technical knowledge of ethical standards. They will also have a refined understanding of how to effectively communicate with clients in a variety of situations, such as how to:
- Illustrate the communication process
- Interpret the different forms of non-verbal communication
- Demonstrate effective communication behaviours
- Describe the size and demographics of the wealth transfer market
- Describe some of the issues, attitudes and controversies regarding the intergenerational transfer of wealth
- Discuss the various opportunities for wealth transfer with your client in a sensitive manner
- Identify the emotional issues involved in wealth transfer and the family
- Outline a three-phase approach that may be used by advisors in discussions with clients and their families
- Apply different methods of questioning to foster discussion, and avoid or manage family conflict
- Apply the appropriate communication skills when dealing with beneficiaries and grieving and incapacitated clients
- Explain the particular needs of the elderly
- Describe how the psychological, social and neurological changes that occur with aging affect the decisions made by your clients
- Identify and apply ethical concepts to client situations
- Distinguish between the concepts of trust, agency and fiduciary duty
ECE is one of the requirements for CSI’s MTI® Estate and Trust Professional designation. It can also be taken as a stand-alone course.
What is the course syllabus?
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Topics covered in this module are:
- Factors Affecting Communication
- Effective Communication Skills
- Misinterpretations
- Personal Non-Verbal Messages
- Are Your Communication Skills Good Enough?
Topics covered in this module are:
- Wealth Transfer
- Types of Wealth Transfers
- Family
- Law
Topics covered in this module are:
- Life Transitions
- Aging Clients
- The Grieving Client
- The Incapacitated Client
- Confidentiality
Topics covered in this module are:
- Ethics
- Trust, Agency, and Fiduciary Duty
How will you learn?
CSI’s online learning system helps you meet your study goals. You’ll benefit from:
- Textbook readings available in online PDF and printed format
- Course materials accessed through your computer or laptop
- Learning objectives that help you to keep the learning focused
- Online activities that include review questions for each chapter to help you assess your progress
- Online assistance from CSI’s academic support specialists